RATIONAL ADVISORS, INC.

Position in MSFT — Microsoft Corp

CIK 1143565 San Juan, PR

Position in MSFT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,792,733

-$2,315,042 QoQ

Shares Held

4,806

-56.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#4,602

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

RATIONAL ADVISORS, INC. holds $2,614,590 across 7 Software - Infrastructure names. MSFT ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,806	$1,792,733
2	PANW	Palo Alto Networks Inc	1,416	$482,884
3	ORCL	Oracle Corp	1,057	$154,903
4	PLTR	Palantir Technologies Inc.	873	$101,852
5	FTNT	Fortinet, Inc.	273	$41,938
6	SNPS	Synopsys Inc	70	$31,224
7	VRSN	Verisign Inc/Ca	36	$9,056

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,792,733	4,806	-56.7%	Shares	Other	2026-07-24
2026-03-31	$4,107,775	11,097	-8.8%	Shares	Other	2026-05-07
2025-12-31	$5,883,720	12,166	-6.7%	Shares	Other	2026-02-10
2025-09-30	$6,756,656	13,045	+1.1%	Shares	Other	2025-11-12
2025-06-30	$6,421,064	12,909	+35.6%	Shares	Other	2025-07-31
2025-03-31	$3,574,463	9,522	-9.4%	Shares	Other	2025-05-01
2024-12-31	$4,431,229	10,513	-6.6%	Shares	Other	2025-01-31
2024-09-30	$4,845,608	11,261	+6.4%	Shares	Other	2024-10-30
2024-06-30	$4,731,412	10,586	-0.9%	Shares	Other	2024-07-25
2024-03-31	$4,493,288	10,680	-17.2%	Shares	Other	2024-04-23
2023-12-31	$4,850,163	12,898	-13.0%	Shares	Other	2024-02-14
2023-09-30	$4,683,519	14,833	+6.7%	Shares	Other	2023-11-09
2023-06-30	$4,733,845	13,901	+5.2%	Shares	Other	2023-08-08
2023-03-31	$3,808,154	13,209	-22.8%	Shares	Other	2023-05-12
2022-12-31	$4,104,278	17,114	+116.6%	Shares	Other	2023-02-13
2022-09-30	$1,840,142	7,901	-21.0%	Shares	Other	2022-11-08
2022-06-30	$2,568,299	10,000	-27.5%	Shares	Other	2022-08-09
2022-03-31	$4,253,753	13,797	-34.2%	Shares	Other	2022-05-10
2021-12-31	$7,048,594	20,958	+38.5%	Shares	Other	2022-02-10
2021-09-30	$4,264,603	15,127	+14.7%	Shares	Other	2021-11-09
2021-06-30	$3,572,358	13,187	-1.1%	Shares	Other	2021-08-06
2021-03-31	$3,142,577	13,329	-28.1%	Shares	Other	2021-05-10
2020-12-31	$4,121,441	18,530	+28.4%	Shares	Other	2021-02-05
2020-09-30	$3,034,429	14,427	+32.4%	Shares	Other	2020-11-12
2020-06-30	$2,217,239	10,895	-22.1%	Shares	Other	2020-08-10
2020-03-31	$2,206,993	13,994	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.